Triune Financial Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
9,103
-108
| -1% | -$21.1K | 0.49% | 14 |
|
|
2025
Q1 | $1.72M | Sell |
9,211
-294
| -3% | -$54.8K | 0.54% | 10 |
|
|
2024
Q4 | $1.88M | Sell |
9,505
-71
| -0.7% | -$14.1K | 0.59% | 10 |
|
|
2024
Q3 | $1.92M | Sell |
9,576
-370
| -4% | -$74.3K | 0.6% | 10 |
|
|
2024
Q2 | $1.82M | Sell |
9,946
-66
| -0.7% | -$12K | 0.62% | 10 |
|
|
2024
Q1 | $1.92M | Sell |
10,012
-578
| -5% | -$111K | 0.67% | 10 |
|
|
2023
Q4 | $1.91M | Sell |
10,590
-420
| -4% | -$75.6K | 0.71% | 10 |
|
|
2023
Q3 | $1.76M | Sell |
11,010
-842
| -7% | -$134K | 0.72% | 10 |
|
|
2023
Q2 | $1.96M | Sell |
11,852
-6
| -0.1% | -$992 | 0.8% | 10 |
|
|
2023
Q1 | $1.88M | Sell |
11,858
-420
| -3% | -$66.7K | 0.83% | 10 |
|
|
2022
Q4 | $1.95M | Sell |
12,278
-621
| -5% | -$98.6K | 0.92% | 10 |
|
|
2022
Q3 | $1.85M | Sell |
12,899
-45
| -0.3% | -$6.45K | 1.04% | 9 |
|
|
2022
Q2 | $1.94M | Buy |
12,944
+43
| +0.3% | +$6.44K | 1.04% | 9 |
|
|
2022
Q1 | $2.27M | Sell |
12,901
-174
| -1% | -$30.6K | 1.2% | 8 |
|
|
2021
Q4 | $2.34M | Buy |
+13,075
| New | +$2.34M | 1.19% | 8 |
|
|
2021
Q2 | $2.41M | Buy |
+13,887
| New | +$2.41M | 1.97% | 7 |
|